Salesman MAIN

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[[Category:Salesman]]
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== Introduction ==
== Introduction ==

Current revision as of 21:07, 17 December 2010


Contents

[edit] Introduction

Module is required in CT2 to calculate salesman commissions and other salesman related tasks and reports.

Read Salesman GLOSSARY to understand concepts/terminology.

[edit] Documentation

This is a main wiki for Salesman module.

All wikis for this component are located in Category:Salesman

[edit] Functionality Overview

There are 3 components at the moment:

  • Salesman Profile:
    • tag jag user as a salesman
    • manage commission schedule
    • manage salesman accounts
    • manage monthly targets
  • Commissions Report
  • Salesman Target Report
  • Misc:
    • set access permissions

[edit] Functionality

[edit] Salesman Profile

See Salesman Profile

[edit] Commissions Report

See Commissions Report

[edit] Target Report

See Salesman Target Report

[edit] Misc

[edit] Access Restrictions

  • Access Restrictions to info from Salesman Profiles should be limited to management users only. Access control proceeds in Users Admin Access window in "Acc.Sales Persons" line. See on Figure 0.
[edit] Figure 0. Users Access Admin window

File:Usersaccessadmin_salespersons.gif

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